Export / Import Purchase for Tally

The Export Purchase functionality allows you to export all financial data regarding your purchase and other expenses. This data can then be imported into your Tally system, for accounting and taxation purposes.


Please Note
This functionality is available only for users who have Retail Pack activated.

Export Purchases

1. Click on Tally Export from the main menu.

2. Click on Export Purchase.

3. Select the Date Range and click on Export.

4. An export history modal window gets displayed with the list of all the exported files. Click on the Download file or you can send an Email Link for sharing purposes.

5. You can also click on Export Purchase and select Export Tally History in order to view the list of previously exported files.

Import Purchase

You can import essential data from your Excel to Tally. The report should contain all supplier-purchase linked financial data, that is essential for your taxing purposes.

Screenshot (1996)-1

1. Double click on Tally Integration Tool.

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2. Select 5.0 & Above Tally version as shown below.

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3. Select the company name from the drop-down list for which you want to import the data.

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4. In transaction type select Purchase.

2.4

5. Click on the Browse in the File Path section to select the file that has to be imported.

2.3

Navigate to the location where the file to be imported is location. Select the file, and click on the Open

7.1

6. Click on Next

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7. The ledger mapping page will be displayed. Click on Next

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Important Note
  • For the Purchase Net ledger, the Nature of Transaction should be provided.
  • For the Purchase Tax ledger, the Type of Duty should be provided.

8. Click on Next.

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9. Click on the Import In Tally to import purchase data.

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10. After a successful transaction, Purchase Data Transferred modal is displayed. Click on OK to complete the import.

13.1


4.2 Tally Version 4.93 and below
This functionality allows you to import data from Tally Version 4.93 and below via an excel file to the desired destination

Export Purchases

1. From the Admin panel, tap on Tally Export.

2. Tap on Export Purchases.

3. Select the outlet for which you want to export data.

4. Select the date range between which you want to export the data and tap on Export for Tally.

The following module gets displayed.

You can check the progress of the download in this tab. Once the download is complete, tap on Download File. You can also tap on Share and share it via other applications.

Import Purchase

The Export Purchase functionality allows you to export all your financial data in a format that can directly be used with Tally. The exported report contains all supplier-purchase linked financial data, that is essential for your taxing purposes.

Screenshot (1996)-1

1. Double click on Tally Integration Tool.

Screenshot (1997)-1

2. Select 5.0 & Above Tally version as shown below.

Screenshot (1997)-2

3. Select the company name from the drop-down list for which you want to import the data.

Screenshot (1999)-1

4. In transaction type select Purchase.

2.4

5. Click on the Browse in the File Path section to select the file that has to be imported.

2.3

Navigate to the location where the file to be imported is location. Select the file, and click on the Open

7.1

6. Click on Next

Screenshot (2005)-1

7. The ledger mapping page will be displayed. Click on Next

18


Important Note
  • For the Purchase Net ledger, the Nature of Transaction should be provided.
  • For the Purchase Tax ledger, the Type of Duty should be provided.

8. Click on Next.

Screenshot (2011)-2

9. Click on the Import In Tally to import purchase data.

Screenshot (2012)-1

10.After a successful transaction, Purchase Data Transferred modal is displayed. Click on OK to complete the import.

13.1


4.2 Tally Version 4.93 and below
This functionality allows you to import data from Tally Version 4.93 and below via an excel file to the desired destination
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  1. how to import purchase data into tally | how to import purchase entry in tally v5.0 and above ~ #importpurchase

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